CAT vs CRWD: Which Is the Better Buy?
Side-by-side comparison of Caterpillar Inc. and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Caterpillar Inc. · Industrials
$808.99
-2.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
QuantHub Verdict
CAT has more upside to fair value
(-2.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CAT |
CRWD |
| Current Price |
$808.99 |
$259.67 |
| Fair Value Estimate |
$790.88 |
$225.56 |
| Upside to Fair Value |
-2.2%
|
-13.1%
|
| Market Cap |
$372.6B |
$264.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.6x
|
595.7x
|
| Price / Sales |
5.0x
|
49.0x
|
| Price / FCF |
41.4x
|
167.9x
|
| Revenue Growth YoY |
+24.0%
|
+25.8%
|
| Gross Margin |
33.9%
|
75.2%
|
| Operating Margin |
17.5%
|
-2.2%
|
| Return on Equity |
54.1%
|
1.3%
|
| Dividend Yield |
0.76% |
0% |
| FCF Yield |
2.41%
|
0.6%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Caterpillar is the world's premier manufacturer of heavy construction and mining equipment, diesel and natural gas power units, and industrial gas turbines, organized across Construction Industries, Resource Industries, Energy & Transportation, and Financial Products, with 118,000 employees and a century-old brand. Business quality is high: return on equity of 54.1%, TTM operating margin of 17.5%…
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
Accumulation Zones
| Metric |
CAT |
CRWD |
| Zone Low |
$593.16 |
$169.17 |
| Zone High |
$672.25 |
$191.73 |
| In Buy Zone? |
No
|
No
|